Signals

BTI

897 in-universe funds with a nonzero position in BTI within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22080
Score / z-0.024 / -0.05
Consensus257.18 over 520 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-20% / 2.6d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Capital International Investors CIK 0001562230 0.968 446 3,645.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 1,760.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GQG Partners LLC CIK 0001697233 0.860 102 1,588.9 2.6% 3 +0.3 pp +1.0 pp +2.6 pp +2.6 pp
Capital Research Global Investors CIK 0001422848 0.983 426 1,264.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 601.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 538.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 526.6 2.2% 3 +0.0 pp -1.1 pp +2.2 pp +2.2 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 410.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 272.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 217.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 213.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 212.0 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 168.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 167.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 167.1 0.6% 3 -0.2 pp -0.0 pp +0.6 pp +0.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 149.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 147.8 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 147.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 140.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 134.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 124.6 4.3% 3 -0.3 pp +2.3 pp +4.3 pp +4.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 122.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 118.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 115.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maple Rock Capital Partners Inc. CIK 0001658363 0.428 51 93.7 3.1% 3 +0.6 pp -0.1 pp +3.1 pp +3.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 87.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 86.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 85.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 79.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 75.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 72.6 0.1% 3 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 71.0 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 70.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Madison Avenue Partners, LP CIK 0001801265 0.565 25 69.3 3.0% 2 -0.9 pp +3.0 pp +3.0 pp +3.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 54.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 52.0 4.9% 3 +0.8 pp +0.2 pp +4.9 pp +4.9 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 48.3 0.9% 1 +0.9 pp -0.3 pp +0.9 pp +0.9 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 47.5 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 45.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 45.3 0.9% 3 +0.0 pp +0.0 pp +0.9 pp +0.9 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 43.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 42.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 42.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 41.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 38.5 3.1% 3 +0.3 pp +0.5 pp +3.1 pp +3.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 36.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Euro Pacific Asset Management, LLC CIK 0001796651 0.542 96 34.7 3.9% 3 -0.2 pp -0.2 pp +3.9 pp +3.9 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 32.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 32.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 31.7 3.9% 3 +0.3 pp +0.6 pp +3.9 pp +3.9 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 31.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 27.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 27.4 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 25.7 7.2% 3 -1.9 pp -2.2 pp +7.2 pp +7.2 pp
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 24.9 0.8% 3 +0.0 pp +0.3 pp +0.8 pp +0.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 24.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 21.7 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 21.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 21.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 20.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 19.4 2.6% 3 +0.2 pp +0.4 pp +2.6 pp +2.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 18.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 18.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPACRIA CAPITAL PARTNERS, LLC CIK 0001927623 0.606 24 17.9 14.1% 3 +0.6 pp +1.7 pp +14.1 pp +14.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 17.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 17.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 17.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dupree Financial Group, LLC CIK 0001989251 0.159 81 16.5 6.0% 3 +0.1 pp +0.1 pp +6.0 pp +6.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 16.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 15.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 15.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 15.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 14.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 13.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Prescott General Partners LLC CIK 0001538653 0.967 10 12.5 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 12.4 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 12.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 12.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 11.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 10.8 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 10.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 9.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 9.8 1.9% 3 +0.5 pp -1.2 pp +1.9 pp +1.9 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 9.5 2.7% 3 +0.1 pp +0.3 pp +2.7 pp +2.7 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 9.4 2.0% 3 +0.1 pp -0.2 pp +2.0 pp +2.0 pp
Night Squared LP CIK 0002058786 0.000 69 9.4 2.6% 1 +2.6 pp +0.9 pp +2.6 pp +2.6 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 9.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 9.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 9.0 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
Savoir Faire Capital Management, L.P. CIK 0001710593 0.239 43 8.9 4.2% 3 -0.5 pp -0.6 pp +4.2 pp +4.2 pp
K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 8.8 0.9% 3 +0.5 pp +0.6 pp +0.9 pp +0.9 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 8.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
FIRST SABREPOINT CAPITAL MANAGEMENT LP CIK 0001731530 0.281 20 8.5 3.5% 3 -3.1 pp -3.6 pp +3.5 pp +3.5 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 8.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 8.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 8.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 8.0 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
KIZE CAPITAL LP CIK 0001798860 0.648 5 8.0 9.4% 3 -0.6 pp +1.1 pp +9.4 pp +9.4 pp
Kennon-Green & Company, LLC CIK 0001963352 0.437 41 8.0 6.3% 3 -0.1 pp +0.5 pp +6.3 pp +6.3 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 7.9 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 6.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 6.8 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 6.7 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 6.7 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 6.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.7 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
SALT Holding Corp. CIK 1996109 0.656 25 5.4 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 5.4 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 4.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PEAK6 LLC CIK 0001389958 0.149 850 4.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 4.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 4.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 4.4 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Bank & Trust CIK 0001692632 0.535 270 3.9 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 3.9 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 3.9 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Orca Wealth Management, LLC CIK 0002043765 0.246 83 3.8 2.7% 3 +0.4 pp +0.5 pp +2.7 pp +2.7 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manske Wealth Management CIK 0002095143 0.466 226 3.7 1.1% 4 +0.0 pp -0.2 pp -0.2 pp +1.1 pp
Timelo Investment Management Inc. CIK 0001851296 0.009 47 3.7 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
CLOVERFIELDS CAPITAL GROUP, LP CIK 0001819581 0.154 90 3.6 1.1% 3 +0.1 pp +0.1 pp +1.1 pp +1.1 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 3.5 0.3% 3 -0.2 pp +0.0 pp +0.3 pp +0.3 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 3.5 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 3.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 3.4 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Sarl CIK 0001065349 0.698 287 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Kassira Wealth Management LLC CIK 0002095972 0.365 63 3.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Uncommon Cents Investing LLC CIK 0001729754 0.243 215 3.2 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
Galilei Investment Office LLP CIK 0002043729 0.821 28 3.1 1.5% 4 +0.1 pp +0.2 pp +0.3 pp +1.5 pp
ENGLISH CAPITAL MANAGEMENT LLC CIK 0002010442 0.196 35 3.1 1.9% 3 +0.0 pp +0.0 pp +1.9 pp +1.9 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cherokee Insurance Co CIK 0002077903 0.224 124 3.0 1.2% 4 +0.0 pp -0.0 pp +0.1 pp +1.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.0 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA FIRST LEASING CORP (CFNB) CIK 0000803016 0.444 34 3.0 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 3.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 2.7 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 2.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 2.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phil A. Younker & Associates, Ltd. CIK 0002063635 0.730 29 2.6 1.8% 4 -0.0 pp -0.6 pp -0.1 pp +1.8 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 2.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 2.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Range Financial Group LLC CIK 0001928635 0.113 206 2.5 0.9% 3 +0.1 pp +0.1 pp +0.9 pp +0.9 pp
AMG National Trust Bank CIK 0001388829 0.744 439 2.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 2.4 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Optimist Retirement Group LLC CIK 0002011850 0.432 118 2.4 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
Raleigh Capital Management Inc. CIK 0001911726 0.166 610 2.3 0.8% 3 +0.1 pp +0.2 pp +0.8 pp +0.8 pp
SYON CAPITAL LLC CIK 0001999353 0.452 949 2.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 2.3 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Alaethes Wealth, LLC CIK 0001859677 0.146 108 2.3 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 2.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLUEFIN CAPITAL MANAGEMENT, LLC CIK 0001144208 0.000 91 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 0.000 157 1.8 0.4% 1 +0.4 pp -0.4 pp +0.4 pp +0.4 pp
Souders Financial Advisors CIK 0001811240 0.482 224 1.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Ativo Capital Management LLC CIK 0001423065 0.132 56 1.8 1.6% 3 +0.1 pp +0.1 pp +1.6 pp +1.6 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Wealth Management, LLC CIK 0001536799 0.022 86 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 1.7 0.5% 3 +0.2 pp +0.3 pp +0.5 pp +0.5 pp
NWAM LLC CIK 0001655006 0.392 684 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 1.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MITCHELL & PAHL PRIVATE WEALTH, LLC CIK 0001836506 0.190 149 1.5 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 1.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 1.5 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
CSS LLC/IL CIK 0001103646 0.116 766 1.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 1.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Ipswich Investment Management Co., Inc. CIK 0001463753 0.300 190 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ted Buchan & Co CIK 0002033413 0.435 95 1.4 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 1.4 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Applied Capital LLC/FL CIK 0001965393 0.206 92 1.4 0.9% 3 +0.0 pp +0.1 pp +0.9 pp +0.9 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEAF TRUST CIK 0001162170 0.956 867 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 1.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Code Waechter LLC CIK 0002039212 0.356 127 1.2 0.8% 3 +0.2 pp +0.6 pp +0.8 pp +0.8 pp
WESPAC Advisors, LLC CIK 0001484540 0.023 200 1.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Plan Group Financial, LLC CIK 0001940033 0.209 243 1.2 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
World Investment Advisors CIK 0001652594 0.670 1523 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aprio Wealth Management, LLC CIK 0001803519 0.465 635 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
May Hill Capital, LLC CIK 0002056340 0.467 256 1.2 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.279 227 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 1.1 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 1.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Nicholas Wealth, LLC. CIK 0001911391 0.168 127 1.1 0.7% 3 +0.1 pp +0.2 pp +0.7 pp +0.7 pp
San Luis Wealth Advisors LLC CIK 0001844709 0.293 183 1.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Abel Hall, LLC CIK 0002013339 0.148 955 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 1.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stokes Family Office, LLC CIK 0001802278 0.331 272 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allworth Financial LP CIK 0001555170 0.907 5124 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 1.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Michels Family Financial, LLC CIK 0002053733 0.197 148 1.0 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Adalta Capital Management LLC CIK 0001698926 0.404 103 0.9 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 0.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Glenorchy Capital Ltd CIK 0002008506 0.248 59 0.9 0.6% 3 -0.1 pp -0.0 pp +0.6 pp +0.6 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.8 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avantra Family Wealth, Inc. CIK 0001774744 0.074 165 0.8 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Access Investment Management LLC CIK 0002010477 0.311 144 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 0.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTRUST BANK NA CIK 0001034771 0.638 416 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navis Wealth Advisors, LLC CIK 0001849055 0.063 175 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.7 0.2% 3 -0.6 pp -0.8 pp +0.2 pp +0.2 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Investment Advisors LLC CIK 0001559789 0.425 647 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First County Bank /CT/ CIK 0001983616 0.228 169 0.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REXFORD CAPITAL INC CIK 0002081847 0.125 300 0.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank & Trust Co CIK 0002026082 0.255 303 0.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RNC CAPITAL MANAGEMENT LLC CIK 0000051762 0.545 181 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Lantz Financial LLC CIK 0001766883 0.334 259 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.6 0.0% 3 -0.0 pp -0.6 pp +0.0 pp +0.0 pp
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
X-Square Capital, LLC CIK 0001729300 0.158 176 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CMG Global Holdings, LLC CIK 0001839445 0.388 100 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCALIBUR MANAGEMENT CORP CIK 0001009003 0.319 175 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Weaver Consulting Group CIK 0001780055 0.312 297 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stockman Wealth Management, Inc. CIK 0001389400 0.481 178 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Formidable Asset Management, LLC CIK 0001592613 0.375 387 0.5 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Advisors / MI CIK 0001760540 0.707 398 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
White Lighthouse Investment Management Inc. CIK 0001727593 0.732 151 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlatl Advisers LLC CIK 0002023168 0.000 459 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.5 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Arista Wealth Management, LLC CIK 0001964758 0.708 266 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.5 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First City Capital Management, Inc. CIK 0001427350 0.257 164 0.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Syverson Strege & Co CIK 0001682057 0.758 186 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunpointe, LLC CIK 0002012181 0.156 281 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
GENESIS PRIVATE WEALTH, LLC CIK 0001965529 0.334 192 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Purkiss Capital Advisors LLC CIK 0002053150 0.259 189 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 0.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TI-TRUST, INC CIK 0001802284 0.225 132 0.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RiverFront Investment Group, LLC CIK 0001469751 0.690 427 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Fifth Third Wealth Advisors LLC CIK 0001899030 0.680 992 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Capital Group California, Inc. CIK 0001977092 0.087 297 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AA Financial Advisors, LLC CIK 0002016899 0.439 230 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.4 0.3% 1 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
Essex LLC CIK 0001889147 0.576 180 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MBA Advisors LLC CIK 0001848704 0.403 164 0.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 0.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Stegent Equity Advisors, Inc. CIK 0001908976 0.039 112 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
New Republic Capital, LLC CIK 0001989988 0.138 352 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Argent Trust Co CIK 0001625292 0.533 769 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
ATLANTIC FAMILY WEALTH, LLC CIK 0002012511 0.738 64 0.3 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Steadtrust LLC CIK 0002097595 0.161 132 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ridgepath Capital Management LLC CIK 0001943071 0.142 54 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Town & Country Bank & Trust CO dba First Bankers Trust CO CIK 0001327944 0.214 153 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blankinship & Foster, LLC CIK 0001708872 0.865 79 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Founders Financial Alliance, LLC CIK 0001832190 0.082 779 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Optas, LLC CIK 0001802961 0.460 494 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 0.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
WOODWARD DIVERSIFIED CAPITAL, LLC CIK 0001846177 0.244 181 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VIEWPOINT INVESTMENT PARTNERS CORP CIK 0001767457 0.236 127 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alteri Wealth LLC CIK 0002054980 0.233 296 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANZ SE CIK 0001127508 0.910 519 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.3 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFI Infinity Ltd. CIK 0002043810 0.374 62 0.3 0.2% 1 +0.2 pp -0.0 pp +0.2 pp +0.2 pp
AGH Wealth Advisors, LLC CIK 0002061010 0.291 129 0.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Affinity Capital Advisors, LLC CIK 0001810023 0.741 203 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Traveka Wealth, LLC CIK 0002009176 0.376 199 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pure Financial Advisors, LLC CIK 0001571556 0.884 636 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMP, INC. CIK 0001016021 0.245 70 0.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
FLC Capital Advisors CIK 0001713697 0.549 229 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.422 710 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Trek Financial, LLC CIK 0001768195 0.100 501 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carter Financial Group, INC. CIK 0001919749 0.217 134 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisor Resource Council CIK 0001820879 0.259 260 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Renasant Bank CIK 0001656167 0.136 141 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
RIVERSEDGE ADVISORS, LLC CIK 0001787663 0.619 315 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TrinityBridge Ltd CIK 0001718570 0.840 269 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Canopy Partners, LLC CIK 0001960860 0.327 256 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
a16z Perennial Management, L.P. CIK 0002009275 0.680 61 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VestGen Advisors, LLC CIK 0002050130 0.463 1075 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNED WEALTH ADVISORS, LLC CIK 0001905663 0.642 310 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Asset Planning,Inc CIK 0002048547 0.411 334 0.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MOTCO CIK 0001306333 0.349 840 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UMB Bank, n.a. CIK 0000933429 0.805 2303 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hilltop National Bank CIK 0002021658 0.280 805 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
City State Bank CIK 0001910666 0.322 809 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.1 0.0% 3 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triumph Capital Management CIK 0001730765 0.195 1861 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 3 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JNBA Financial Advisors CIK 0001569118 0.792 830 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
William B. Walkup & Associates, Inc. CIK 0002034054 0.201 257 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kentucky Trust Co CIK 0002054100 0.245 316 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHAPMAN FINANCIAL GROUP, LLC CIK 0002056577 0.227 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairman Group, LLC CIK 0002016719 0.432 332 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Partners LLC CIK 0001389848 0.487 64 0.0 0.0% 0 -1.7 pp -1.7 pp +0.0 pp +0.0 pp
Hanson & Doremus Investment Management CIK 0001393944 0.721 484 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Anthracite Investment Company, Inc. CIK 0001809930 0.000 0 0.0 0.0% 0 +0.0 pp -1.6 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STERLING INVESTMENT MANAGEMENT, LLC CIK 0001509873 0.228 66 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
683 Capital Management, LLC CIK 0001404574 0.253 128 0.0 0.0% 0 -0.3 pp -0.5 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 -0.4 pp -0.6 pp +0.0 pp +0.0 pp
MYDA Advisors LLC CIK 0001589689 0.023 143 0.0 0.0% 0 -1.0 pp -1.5 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 -2.2 pp -0.9 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Emmett Investment Management, LP CIK 0002042845 0.043 28 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
Empirical Finance, LLC CIK 0001572838 0.574 505 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sage Investment Counsel LLC CIK 0002055178 0.150 126 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Providence Wealth Advisors, LLC CIK 0001744955 0.262 84 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shilanski & Associates, Inc. CIK 0001722084 0.332 109 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Cove Street Capital, LLC CIK 0001531612 0.084 96 0.0 0.0% 0 -0.8 pp -1.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WT Asset Management Ltd CIK 0001780365 0.252 29 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Penn Mutual Asset Management CIK 0000855702 0.000 9 0.0 0.0% 0 -0.5 pp -0.4 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carrera Capital Advisors CIK 0002035329 0.443 210 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
GDS Wealth Management CIK 0001940869 0.458 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARK CIRCLE Co CIK 0001546592 0.488 49 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
YANKCOM Partnership CIK 0002036975 0.405 308 0.0 0.0% 0 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.142 551 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RFP Financial Group LLC CIK 0001956564 0.251 64 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.0 0.0% 0 -0.0 pp -0.6 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capricorn Fund Managers Ltd CIK 0001901361 0.009 167 0.0 0.0% 0 -1.2 pp -3.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BTI). Qtrs Held counts distinct quarters this fund has actually held BTI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BTI position size. Δ columns are the percentage-point change in BTI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status